- Fidelity TalentSource LLC (Seal Beach, CA)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity...one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment… more
- Logicalis (Corona, CA)
- …local to Corona, CA Metropolitan Area, as this role requires regular client site visits Provides comprehensive professional services delivery as related to ... and provides subject matter expertise (SME) and implementation guidance to client and within Logicalis. Essential Duties and Responsibilities * Performs… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …consultationsYour subject matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and ... environmentYou will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service … more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with ... and demonstrates ultimate ownership and accountability. Acting as the client s \u201Ctrusted advisor .\u201DIdentifying and maintaining consistent formal/informal… more
- SHI (Anaheim, CA)
- **Job Summary** The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, ... composed of Fortune 1000 businesses. As a Client Advisor , you will primarily focus on...possess a professional attitude + Strong interpersonal and customer service skills + Self-motivated with ability to work with… more
- JPMorgan Chase (Newport Beach, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (Azusa, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Gap Inc. (Pasadena, CA)
- …the BR journey as we create what's next. **About the Role** As a Banana Republic Client Advisor , you will create aspirational and on trend looks that enhance the ... understanding of designers, brands, and seasonal trends. As a Client Advisor , you will provide a superior...Advisor , you will provide a superior level of service through an inclusive environment that inspires brand loyalty… more
- Bank of America (Los Alamitos, CA)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Development Program- Consumer Investments- Los Angeles Region...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Seal Beach, CA)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Los Angeles Market Los Angeles, California;El...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Thrivent Financial (Irvine, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- H&R Block (Irvine, CA)
- **498815BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- Citigroup (Fullerton, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- US Bank (San Clemente, CA)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Bank of America (Los Alamitos, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - Consumer Investments- Los Angeles Region Rolling Hills...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Bank of America (Irvine, CA)
- …* Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Has a proven sales track record. * ... Business Solutions Advisor - Woodbridge Financial Center - Language of...This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients… more
- Acosta Group (Irvine, CA)
- …and innovative technology that helps improve their lives. **Position Overview** Our Beauty Advisor will represent our client , Dyson, and their premium line of ... **Beauty Advisor - Dyson** Location**CA - IRVINE** **Are you...in a salon environment + Experience in retail, customer service , and/or sales preferred + Access to reliable vehicle… more
- Zions Bancorporation (Irvine, CA)
- …and large), CB&T has been active for 70 years and has more than 80 full- service branch offices across the state. This dedication has helped the bank earn recognition ... bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence...We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in… more
- Southern California Edison (Rosemead, CA)
- …**Join the Clean Energy Revolution** Become an **Environmental Science, Senior Advisor ** in the Environmental Department at Southern California Edison (SCE) and ... documents is in your comfort zone, including quality assurance, client management, schedule and budget management, and team coordination....clients is something that motivates you. As a **Senior Advisor ** , your work will help power our planet,… more
- Southern California Edison (Rosemead, CA)
- …Clean Energy Revolution** At Southern California Edison, IT goes beyond the traditional " service provider" function. Working for us, you'll have the chance to drive ... and at scale. Become an **IT Enterprise Architect** - **T&D Portfolio, Senior Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In this… more
